Financial credentials
- Accredited Wealth Management Advisor℠
- Chartered Retirement Planning Counselor℠
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2025-present
- Wealth Management Advisor, TIAA, 2024-2025
- Investment Management Consultant, Fidelity, 2021-2024
- Director, Retirement Planner, Fidelity, 2020-2021
- Workplace Planning Consultant, Fidelity, 2019-2020
- Financial Associate, Fidelity, 2016-2019
Education
- Bachelor of Arts - BA